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MENGIS CAPITAL MANAGEMENT, INC.
CRD 117127 · SEC 801-60688
ONE SW COLUMBIA, SUITE 780, PORTLAND, OR, 97204, United States
Phone
503-916-0776
Fax
503-916-0781
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$903.5M
Discretionary AUM
$858.1M
Team
7 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 133 | $42.1M |
| High net worth individuals | 130 | $535.2M |
| Pension/profit sharing plans | 3 | $2.9M |
| Charitable organizations | 14 | $72.4M |
| Corporations/business entities | 20 | $250.9M |
States served
AZ, CA, OR, WA
All web addresses on file
Official SEC filing: View on IAPD